+94.6%
OKTA vs RY
+159.8%
-65.2%
-50.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.7% | +0.8% | +0.4% |
| 7D | +2.6% | +3.1% | -0.5% | +1.3% |
| 30D | +16.0% | -0.3% | +16.3% | +16.1% |
| 3M | +38.2% | +8.7% | +29.5% | +32.7% |
| 6M | +137.8% | +28.5% | +109.3% | +110.5% |
| YTD | +97.3% | +25.1% | +72.2% | +76.9% |
| 1Y | +90.1% | +46.3% | +43.8% | +57.3% |
| All | +94.6% | +159.8% | -65.2% | +17.1% |
Cumulative growth
Daily Returns
Daily percentage return beside RY.
Daily Out/Under-Performance
Portfolio return minus RY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RY return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 3y: compounded portfolio wealth divided by compounded RY wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
3y analysis · Full analysis span regression · 6 months rolling